Replacing the customer in an existing order

From Sales > Sales dashboard

1. Click on the “Order info” icon (fig 1) to edit the order

2. Click on the “Customer replace” icon (fig 2) to open the “Customer replace” page
   
   

   Open

   

    

3. Select the new customer from the “Customer” list (fig 3)

4. The system will display pricing and product validation (checking if the price list and workflow templates in the order are valid for the new customer / billing customer / series selected.) (fig 4)

5. Click “Save & close” (fig 5)

Open

When using customer specific prices or workflow templates, the system may prevent the customer replacement or require you to select different prices or workflow templates